John Lyon s Charity. Erik Mesel Grants and Public Policy Manager

Transcription

1 John Lyon s Charity Erik Mesel Grants and Public Policy Manager

2 Promoting the life-chances of children and young people through education Erik Mesel Grants & Public Policy Manager

3 Introduction Who was John Lyon? What is John Lyon s Charity? What we fund Types of grant Grant programmes How to apply Assessment procedure Exclusions What makes a successful application

4 Who was John Lyon? A yeoman farmer from Preston in Harrow Founded Harrow School in 1572 Harrow School and The John Lyon School form part of the Harrow Foundation The Keepers and Governors, a Charter Corporation of 1572, is the Trustee of John Lyon s Charity

5 What is John Lyon s Charity? Established 1578 Original purpose to maintain Harrow and Edgware Roads In 1991 Charity Commission Scheme 90million has been awarded since then

6 Barnet Brent Camden Ealing Kensington & Chelsea Hammersmith & Fulham Harrow City of London City of Westminster Where do we fund?

7 Who do we fund? Registered charities State schools Independent schools with charitable status Local authorities Exempt charities (e.g. churches) National organisations with a track record and reputation in the Charity s beneficial area

8 What do we fund? Arts & Science Children & Families Education & Learning Emotional Wellbeing Special Needs & Disability Sport Training Youth Clubs & Youth Activities Youth Issues

9

10 Grant Funds Main Grants Fund Schools in Partnership Fund Bursary Fund Small Grants Fund School Holiday Activity Fund School Explorer Fund

11 The Main Grants Fund Applications are considered by the Trustee three times per year in March, June and November Grants awarded for up to three years in length No maximum grant amount Grants monitored on an annual basis

12 Schools in Partnership Fund Open to all state schools in the Charity s beneficial area Applications are considered by the Trustee three times per year in March, June and November Maximum amount available is 50,000 per annum for a maximum of three years Grants are intended to enable schools to work together to help their neediest pupils Grants can cover salary costs, coordination and project costs

13 Bursary Fund Up to 15% of annual expenditure allocated as bursaries Harrow School (5%) The John Lyon School (5%) Independent girls schools and specialist arts institutions based in the beneficial area (5%) Grants awarded to institutions NOT individuals Residency requirements

14 The Small Grants Fund Applications considered up to six times per year Maximum award is 5,000 for one year Requests over 2,000 require a short application form Pump priming funds for small projects that might develop into full grant status

15 School Holiday Activity Fund Applications considered up to six times per year for holidays: Summer, October, February and May halfterms, Christmas and Easter Maximum award is 5,000 for one year; one application per year Three years consecutive applications then a pause Holiday drop-in activities, arts activities, sport, family activities, trips out of London, camping trips.

16 School Explorer Fund Open to all primary schools, special schools and pupils with special needs in a mainstream secondary school setting Grants will enable schools to access and take part in Arts activities at high class institutions outside the classroom Most grants will not exceed 1,000 and most cases be c. 500 Applications are assessed frequently and application forms can be downloaded from the Charity s website

17 General rules JLC is not a perpetual funder three years max No retrospective funding One grant per organisation at a time One grant per financial year Between grant periods wait 18 months before reapplying Unsuccessful organisations should wait two years Priority given to local organisations Supplementary schools Quality Framework Youth Clubs London Youth Quality Mark Applications made by registered charities on behalf of organisations that are not registered with the Charity Commission are not generally accepted.

18 How to Apply Two stage application process for Main Grants, Schools in Partnership and Small Grants of more than 2,000 Stage One: Initial Proposal Summary of the main purpose of the project Details of the overall amount requested Timescale of the project Indication of how funds from the Charity would be allocated These can be submitted at any time

19 Stage Two: Application Form If Stage One Initial Proposal is successful, you will be advised whether you need to complete an application form. Forms will be sent to you by the Grants Office who will advise you when your application form must be returned. Note: The application process takes approximately four months to complete Small Grants under 2,000: Applications are assessed on the Initial Proposal Letter only

20 Assessment procedure Proposal letter: Support proposal with a budget Include latest audited accounts Annual Report Then expect: Initial assessment Site visit Advisor assessment

21 We do not fund Individuals National organisations with no track record in the beneficial area Not-for-profit organisations that are not registered charities Housing associations Faith schools with a closed admissions policy Schools that have not yet been inspected by Ofsted Hospitals, hospices or Clinical Commissioning Groups Statutory obligations General charitable appeals Lobbying and campaigning Endowment funds Mother tongue teaching Promotion of religion or politics

22 We do not fund continued Feasibility studies Research Medical care (including rehab) and resources Telephone helplines Overnight school journeys or trips abroad Capital for educational institutions IT equipment Bursaries for higher education (including post grad) Programmes under PHSE, Citizenship or Social Enterprise Conservation, environmental projects and therapeutic gardens Core costs for umbrella bodes or second tier organisations Grants to registered charities that have applied on behalf of organisations that are not registered with the Charity Commission

23 What makes a successful application? A good proposal letter! Check eligibility before you start! Introduce your organisation Apply for something specific

24 Proposal Letter: WHAT WHY WHO WHEN WHERE HOW MUCH you intend to do the project needs to take place will benefit the project will take place the project will take place will the project cost?

25 YPF Background issues: The dependency of the CYP voluntary sector on public sector funding The structure of the CYP voluntary sector - diverse, frequently fragmented and small Lack of fundraising expertise Lack of community spaces

26 Young People s Foundations YPFs are locally established, cross-sectorial organisations that seek to sustain local CYP delivery in a specific borough.

27 The Young People s Foundation Model Be a newly registered charity Be a membership organisation open to any group that works with Children and Young People 0-25 in a specific borough Have a Trustee Board and wider steering group that will include representation from relevant organisations in each local area This might include the local voluntary sector, the local authority, police, Clinical Commissioning Groups, Housing Associations, schools, faith groups, uniformed groups, football clubs and sports organisations, the corporate sector and funder representation

28 The five founding YPF values Inclusivity Diversity Collaboration Focus on the Grassroots Cross Sector

29 YPFs will be non-competitive and encourage collaboration between members. YPFs will work to fundraise, coordinate and network to benefit their whole membership. YPFs will not compete against their members nor will they build up a large central workforce.

30 Membership will be open to any group working with children and young people As many groups as possible should be encouraged to join An equal voice will be given to all organisations, no matter their size YPFs value the multitude of organisations that deliver youth and children s work Need for variety in order to meet the needs of as many young people as possible

31 Three key YPF functions 1. Fundraising Work as a Prime Contractor to Secure funding from new sources into the local area Successfully secure commissions and tenders from the local authority either as a consortia or together with a national organisation Work with other statutory agencies Attract corporate and individual funding streams Secure funding from Trusts and Foundations

32 2. Venue Bank Share venue spaces and develop a venue bank Matching children without buildings TO buildings without children! Online portal and app Variety of Stakeholders involved Uniformed groups Faith Groups Housing Associations Businesses

33 3. Capacity Building and Networking Organise sector (and location) specific capacity building including training events, advice sessions and a forum for organisations to share ideas and best practice Coordinate sector networking opportunities and support services. Devolved small grant pot 50,000 in the pilot boroughs

34 John Lyon s Charity and City Bridge Trust committed 1.2million to establish three Young People s Foundations in Barnet, Brent and Harrow Wide-spread funder support, discussions in place with a number of funders including: Big Lottery Fund BBC Children in Need London Sport/Sport England Paul Hamlyn Foundation Mayor s Fund for London Goldsmiths Company Mercers Company Funder Support

35 Other partners bringing expertise include: London Youth / Centre for Youth Impact YPF Quality Mark YPF Network collaboration, capacity building, evidence gathering London Funders / ACF Funder Forum Children England Collaboration National Resource Centre for Supplementary Education

36 Potential Young People s Foundations in each of the Charity s funded boroughs Barnet, Brent and Harrow already up and running Camden and Westminster by summer Ealing, H&F and K&C by the end of the year Interest in replication in other boroughs across London and other areas of the UK Emerging YPFs in Waltham Forest, Merton, Hartlepool, Trafford and others

37 Contact Information The Grants Office 45 Cadogan Gardens SW3 2TB